DCM Advisors’s Williams-Sonoma WSM Stock Holding History

DCM Advisors’s Portfolio WSM Stock Details WSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,000	Closed	-$236K	–	172
2022 Q3	$236K	Buy	+4,000	New	+$284K	0.12%	171

Other funds holding WSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

HMP

HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM Advisors's WSM Position: Q4 2022 in Review

DCM Advisors sold out of Williams-Sonoma (WSM) in Q4 2022, closing a stake of 4,000 shares — an estimated $236K sold.

DCM Advisors first reported a position in WSM in Q3 2022 and held it in 1 quarter. The position peaked at $236K in Q3 2022. 614 funds tracked by Wall St. Rank hold WSM as of Q4 2022.

DCM Advisors reported no remaining Williams-Sonoma position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 4,000 Williams-Sonoma shares in Q4 2022, an estimated $236K.
DCM Advisors first reported a position in Williams-Sonoma in Q3 2022 and held it in 1 quarter.
DCM Advisors's Williams-Sonoma position peaked at $236K in Q3 2022.
614 funds tracked by Wall St. Rank held Williams-Sonoma as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.